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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Joel Bumanis

  • Life Events
  • What We Do
    • How We Do It - Framework
    • Adding Value
  • Who We Are
  • Who We Help
    • Dealing with Retirement
    • Becoming a Beneficiary
    • Women in Charge
  • Market Outlook
  • Upcoming Events
  • Contact Us

Becoming a Beneficiary

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 260-0499
Email Email us
Email Email
Telephone Number Tel

Life Transitions

Inheritances, Donations and Expectations

 

Whether by accident or design you have become a beneficiary. Faced with someone's wish to give back to family, friends or community we decide to make the most out of it. 

As you take on this endeavor however, several unforeseen challenges arrive adding pressure and complexity to the situation. Some of the most common issues include:

  • Expertise
  • Dealing with High Expectations
  • Feeling Overwhelmed and 
  • Highly Emotional

Bringing Balance Back

Financial structure and our framework can serve as a guide back to stability.

 

Register for one of our seminars and find out how.

 

Joel Bumanis

Investment Advisor

Email: joel.bumanis@cibc.ca Opens in your email client
Telephone number: (403) 260-0499Opens in your telephone provided application

Roxibeth Simancas

Administrative Assistant

Email: roxibeth.simancas@cibc.com Opens in your email client
Telephone number: (403) 776-6285Opens in your telephone provided application
 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.